Tim Majewski, QPFC
Financial Advisor
Tim helps business owners and senior leaders at large companies turn the wealth they’ve built through work into a clear plan for what comes next.
Over 14 years at Morgan Stanley, Tim learned the business from the inside out, moving from the call center to the corporate actions team, then to client services, and ultimately into a financial advisor role. That background shaped how Tim works: close attention to the paperwork, the deadlines, and the follow-through, especially when a sale, merger, or stock event can change a client’s plan.
At Priority Wealth Partners, Tim works with clients on business exit and succession planning, company retirement plans, personal retirement planning, and company stock and executive compensation.
Tim holds the Qualified Plan Financial Consultant (QPFC) credential and a bachelor’s degree in business from Ohio University. Tim also coaches youth baseball and lives in Toledo, Ohio, with wife Megan, sons Henry and Miles, and Wally, the family dog.